Updated:
MTD for Income Tax Quarterly Bridging Spreadsheet, Sole Traders & Landlords
A Making Tax Digital spreadsheet for UK sole traders and landlords: log each income and cost once, pick the HMRC category, and the workbook builds the year-to-date quarterly update totals your bridging software sends to HMRC.
Preview
What's inside
- MTD_Quarterly_Update_Checklist_2026-27.docx
- MTD_Quarterly_Update_Workbook_2026-27_Blank.xlsx
- MTD_Quarterly_Update_Workbook_2026-27_Example.xlsx
What's included:
- Filled-in example workbook (Excel): a plumber with two residential flats, 112 records, updates 1 and 2 sent
- The same workbook, blank
- One-page quarterly update checklist (Word, A4) to print for each update
What it does:
- One log for your sole trade, one for your UK property business, with one category dropdown using HMRC's own category names
- Type, update number and a Check column (missing date or category, date outside the tax year) fill in by themselves
- Year-to-date totals per category for updates 1 to 4, as HMRC asks, plus each quarter on its own for checking
- Standard (6 April) or calendar (1 April) periods, deadlines 7 August, 7 November, 7 February, 7 May and an on-time status
- Turnover under £90,000: simpler income and expense totals, residential finance costs kept separate
- Qualifying income check against £50,000, £30,000 and £20,000: from which April you need MTD
- Tax year selector 2026 to 2030 – reuse it next year
Who it's for: self-employed people and landlords who keep records in a spreadsheet, including the £30,000 group starting on 6 April 2027.
Every rule comes from gov.uk pages read on 24/10/2026, listed on the Sources tab. This is a record-keeping workbook, not filing software: you still need HMRC-recognised bridging software to send the updates. General information, not tax advice.
How to edit: Microsoft Excel, Google Sheets or LibreOffice Calc. Yellow cells are inputs.
Format: .xlsx and .docx, A4, prints one page wide. Pounds sterling, DD/MM/YYYY dates.
- Fill-in guide in every file: a “Fill in with AI” chapter with ready-made sentences for an AI chat assistant, matched to the template’s fields
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A template you fill in yourself — not legal or tax advice.